Defined Benefit (Pension) · DOL Form 5500 · 2024

National Australia Bank Limited Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
14
Participants Small participant base
80th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: National Australia Bank Limited Pension Plan · Sponsored by National Australia Bank Limited · New York · Finance & Insurance

$35M in assets, 14 participants

National Australia Bank Limited's National Australia Bank Limited Pension Plan reported $35M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,823 in Finance & Insurance (8,549 peers)

Where National Australia Bank Limited Pension Plan sits by assets

National Australia Bank Limited Pension Plan sits in the top quartile of all filed plans by assets, $35M for 14 participants (~$2.5M/participant), up 3.2% in 2024.

#5,823
in Finance & Insurance (8,549 peers)
+3.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

National Australia Bank Limited Pension Plan's outsized position by total assets

National Australia Bank Limited Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,956,466 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

National Australia Bank Limited Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Australia Bank Limited Pension Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Australia Bank Limited Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • National Australia Bank Limited Pension Plan end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132901144 · National Australia Bank Limited PY 2024 · Defined Benefit (Pension)

National Australia Bank Limited Pension Plan · $35M · 14 · 80th

  • SCH $35M
  • EBSA 14
  • PART 80th
  • TYPE Defined Benefit (Pension)
  • NET near W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees
  • BOOK ind #5823

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

National Australia Bank Limited Pension Plan in the asset neighbourhood

Brown-Forman Corporation Retirement PlanBrown-Forman Corporation Ret…$35MCalportland Company Defined Benefit Pension PlanCalportland Company Defined …$35MW.R. Grace & Co. Retirement Plan for Non-Union Hourly EmployeesW.R. Grace & Co. Retirement …$35MNational Australia Bank Limited Pension PlanNational Australia Bank Limi…$35MQualstar Credit Union Defined Benefit PlanQualstar Credit Union Define…$35M
End-of-year total assets ($M) among National Australia Bank Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN132901144
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Australia Bank Limited)

Sponsor-wide plan assets over time

All National Australia Bank Limited plans reported in each filing year

Latest sponsor-wide plan assets
$96M 1.8181015733418868% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $97.8M $96M ▼ -1.8%
Year Plans Participants Total Assets
2022 3 218 $98M
2023 3 207 $112M
2024 2 100 $96M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants National Australia Bank Limited Pension Plan, Total assets ($B): 0.034956466 · Participants: 14National Australia Bank Limited Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare National Australia Bank Limited Pension Plan side-by-side with 3 peers →

National Australia Bank Limited Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees in MD ($35M); by covered participants it is M & R Distributors International, Inc. Defined Benefit Pension Plan in FL (14 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Australia Bank Limited Pension Plan assets move in 2024? ▼
National Australia Bank Limited Pension Plan edged up modestly - up 3.2% during 2024, from $34M to $35M. Reported net income was $1M.
How have National Australia Bank Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Australia Bank Limited's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does National Australia Bank Limited Pension Plan rank by assets among Form 5500 filers? ▼
National Australia Bank Limited Pension Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees in MD ($35M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is M & R Distributors International, Inc. Defined Benefit Pension Plan in FL (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132901144.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.